[Now on to this week’s top story that comes from Vanare, taking advantage of the slow summer to announce a new integration with Redtail Technology. Phase one of the integration is available today, which allows Vanare users to automatically create a new client record in Redtail CRM anytime a client completes the on boarding process in Vanare.

Subsequent phases, being rolled out later this Fall, promise to support two-way data sharing between the applications to better synchronize data on client activity and status reports.

But wait! You don’t have to be a Vanare customer to automatically populate new client records in Redtail. If you remember back in episode 185, Redtail announced its integration with Zapier, allowing you to use triggers in any application supported by Zapier to fire off an action in Redtail. Then in episode 186, I mentioned Wealthbox CRM’s Zapier integration.

And if you subscribe to Zapier’s premium plan, you get support to automate actions in Salesforce and Microsoft Dynamics. So maybe it’s time to check the application you use for Zapier compatibility, and if they’re not supported, maybe you need to ask for it.

Now, back to Vanare, I want to also point out an announcement from a few weeks ago about Vanare’s support for Apex Clearing. This is first time I’ve heard of while-labeled robo advisor solution for advisors that supports Apex, which is the same clearing firm used by many of the larger direct-to-consumer investment services like Betterment, Wealthfront, and Robinhood.

Why is this important? Because other turnkey robo services for advisors use custody services from Folio Institutional, TD Ameritrade Institutional, and other, and when you look at their all-in custodial fees, I don’t think they are as competitive as Apex.

Now you could elect to work with Apex directly on your own proprietary investment solution, but that takes time, expertise, development, and other resources that you probably don’t have, so that’s why Vanare’s offering that sits on top of Apex is worth taking notice.] Vanare, an innovative wealth management technology platform, and Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, have launched an integration that will allow Vanare users to sync client contact information directly from their Redtail CRM.

[Next up, I want to talk a little more about CRMs by talking about Salesforce, as this week the company announced an update to the Salesforce Inbox app. After last year’s acquisition of the calendar app called Tempo, Salesforce Inbox now has an enhanced calendar with one-click conference dialing, Sales Cloud data synchronization, and CRM record integration.

Still absent, though, is the contextually relevant info about clients and prospects invited to a meeting that Tempo used to provide, which could include Facebook updates or changes to the LinkedIn profile of meeting participants.

If this automated dossier concept sounds familiar, that’s because it’s similar to an app called Refresh that I told you about back in episode 159, which was subsequently acquired by LinkedIn, which is now part of Microsoft. Also, Salesforce acquired RelateIQ a while ago which powers the SalesforceIQ product with its trademarked Relationship Intelligence™ technology.

So here’s my important takeaway: There are just some things you can’t remember or keep up to date with about each and every client you have. Solutions powered by Microsoft and Salesforce and others, which arguably resemble CRM software, do a lot of the heavy lifting in the background, so you can focus on relationship development and not mundane data gathering.

Again, if you see how your business can be better with automated tools like these, you might want to mention it to your provider and be sure it’s on their road map.] Salesforce’s efforts to turn its Inbox app into a central resource for salespeople has a new trick: An integrated calendar built from its acquisition of Tempo that pulls in contact data from your Salesforce database, giving you a way to quickly find out more about the people you’re meeting with.

Hearsay Social says it is rolling out a client engagement platform that helps advisors reach clients and prospects more easily and more quickly via social media, their websites, email and text messages.

[This week’s top story is a two-for-one about Redtail Technology, as the CRM provider was first mentioned by Morningstar as the company is further expanding its integration with the popular CRM for advisors. Two years ago, Redtail users started accessing Morningstar research and analytics directly in the CRM, and with the latest integration, users of both solutions can transfer data between the two systems, reducing the amount of manual data entry as well as synchronizing client and account data viewed in Redtail CRM.

The second story from Redtail is the announcement of a new integration with Zapier, a popular web automation application. The connection with Zapier means that Redtail users can use triggers in Redtail, such as a new activity or a new contact in the CRM, to create an action in another program, which includes over 500 popular services like Slack, Google Docs, MailChimp and many more.

Other providers, including Wealthbox CRM, have been hinting at soon-to-be-released integrations with Zapier and others for several months now. So if you’ve been frustrated with the lack of direct integrations within your CRM, you’ll soon be able to build your own custom trigger and action workflows using apps like Zapier.] Redtail CRM is now available publicly in Zapier’s App Directory in beta version.

[Next up is news from MoneyGuidePro, as the financial planning software provider officially released the fourth generation of its software, aptly named G4. Advisors will definitely notice an updated look and feel to the user interface, but G4 largely retains many of the core features present in the prior version, G3, such as the Play Zone, Social Security Maximization, and the What Are You Afraid Of? modules.

One of the more significant changes is the addition of five pre-built workflows called “conversations” which are used to streamline the creation of an initial financial plan. Advisors can complete the conversation data entry alone or together with clients in a meeting, or decide to grant clients access to an online portal where they enter data completely on their own.

The pre-built workflows limit the amount of data needed to create a plan so that the entire process isn’t overly tedious. With a preliminary plan created, advisors can then drill down into more specific areas of the plan.] PIEtech’s vision, “Everyone needs and deserves a quality financial plan,” has never been truer – for both advisors and clients. Today, PIEtech released the fourth generation of MoneyGuidePro® to help financial advisors develop and deliver quality financial plans on an unprecedented scale.

[And finally, I want to wrap up this week’s broadcast with a heads up about the videos Steve and I made at the NAB Show last week. We featured the top video, audio, and technology gadgets, as well as whatever that thing is, from over 1,800 exhibitors that you can use to start making your own online content. You’ll learn about 360º cameras, wireless microphones, lighting, production resources and more that are all affordable and easy for you to use.]

Advisors striving to improve the client experience by providing offerings tailored to their entire financial picture can now seamlessly aggregate their client’s data into a fully customized online wealth management platform.

Data Points announced today the release of its Predicting Wealth™ platform, which provides the financial services industry a scientific way to identify clients with the highest potential for building wealth across all market segments. The platform delivers analytics on the financial behaviors of clients and predictive assessments to drive financial success.

The SEC has a long to-do list, but ensuring that advisors and other registrants are protecting clients’ sensitive information from cyber threats is right at the top, and more enforcement actions are expected.

Today’s episode is brought to you by Twenty Over Ten, providers of beautiful, tailored, mobile responsive websites specifically for Financial Advisors.

Easily manage your brand while automatically archiving your website changes for compliance. Sign up for a 45 day free trial today by visiting twentyoverten.com/fppad. Oh, and be sure to watch the YouTube channel for videos from next week’s NAB Show, which are also brought to you by Twenty Over Ten.

[Now on to this week’s top story which comes from LPL Financial, as the nation’s largest independent broker-dealer announced it will use BlackRock’s recently-acquired FutureAdvisor platform to power an online automated investment offering. LPL first hinted at its plans for a “robo advisor” back in the summer of 2015 at its annual Focus conference, which was roughly one month before BlackRock made its FutureAdvisor acquisition.

While the announcement sure generated some buzz, no details on specific pricing or availability were provided. What the press release did say is that the model portfolios will be provided by LPL’s research department, so at least initially, advisors and reps will not be able to create their own custom allocations.

The press release also said the automated solution will be integrated with LPL’s custodial platform, but it didn’t say if that was the existing BranchNet platform or the much-anticipated ClientWorks, which as far as I know, has still not been officially released.

So at least we now know what LPL’s robo strategy will be, but with so many forward-looking statements, we don’t know when that strategy will be ready for use by LPL’s financial advisors.] Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today announced it will use BlackRock Solutions’ (BRS) FutureAdvisor platform to support a digital advice platform for use by LPL’s financial advisors and institutions and their clients.

[Next up is news from Riskalyze and Advizr, as the two companies announced a new integration to streamline financial advisor workflows. The new integration will import Riskalyze model portfolio sets into the Advizr financial planning software, allowing advisors to recommend the most appropriate asset allocation according to their client’s personal Risk Number.

Not only that, both companies offer effective lead generation tools for advisors, with Riskalyze offering prospects the opportunity to determine their own Risk Number, and Advizr offering a quick financial plan illustration with Advizr Express.

The combination of the two will help advisors gain more information about prospects’ risk tolerance and the building blocks of a complete financial plan.

The companies called the integration “a match made in heaven” because both of them are winners of the Best Client Facing Technology award announced right here on FPPad.

So as a result, and I am now officially accepting endorsements for matchmaking on my LinkedIn profile.] Advizr, the financial planning software recognized as the Best Client Facing Technology of 2015 by Bill Winterberg’s FPPad, and Riskalyze, the world’s first Risk Alignment Platform recognized for the same award in 2014, are integrating their award-winning products to provide an elegant, intuitive and seamless solution to financial advisers.

[And finally, this week’s top story comes from the future, oh wait, “THE FUTURE!” as Facebook CEO Mark Zuckerberg took the stage at this week at F8 conference and detailed the company’s roadmap for the next 10 years.

My best takeaway for you is the launch of the Messenger Platform that includes automated messaging powered by bots, no, not that bot, these are automated messenger bots.

With bots in messenger, you can make online clothing purchases, receive weather forecasts, view top headlines and more.

I can totally see bots making their way into your technology. Imagine if you could ask your Redtail bot when you next client meeting is scheduled, or your Orion bot how your AUM has grown over the past year, or even allow clients to ask the MoneyGuide Pro bot for their updated retirement confidence meter. How cool is that?!?

And if vendors eventually integrate bot into existing services, I bet that they’ll also include message archiving and retention so you can confidently use bots without violating your compliance requirements.

Oh, did I just give those vendors a little more work to do? I’m sorry!

Unfortunately there’s no word yet from FINRA or the SEC whether your bot has to be fingerprinted and subject to a background check. Thank you, I do two shows a night!] We’re excited to introduce bots for the Messenger Platform. Bots can provide anything from automated subscription content like weather and traffic updates, to customized communications like receipts, shipping notifications, and live automated messages all by interacting directly with the people who want to get them.

Less than one month after an investment round that doubled its private valuation to around $700 million, the robo-adviser Betterment is adding a former top executive from Charles Schwab, John S. Clendening, to its board.

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider for financial advisors, has announced it is now integrated with FactSet, a leading provider of financial data, analytics, and service, to offer its advisor clients easy access to portfolio research and analytics.

On today’s broadcast, it’s survey time. Find out about this year’s winners and losers in the annual Financial Planning Magazine technology survey.

So get ready, FPPad Bits and Bytes begins now.

Ok, this week’s coverage is all about the 2015 Financial Planning Magazine technology survey, analyzed every year by tech expert Joel Bruckenstein. This year’s survey consisted of just 600 responses, of which roughly 200 were from firms that identify themselves as independent RIAs.

Now I have to admit, this sample size is a lot lower then the peak back in 2011 when the survey collected over 3200 responses, but Financial Planning Magazine changed its survey methodology to prevent ballot stuffing, and insists that the current data is still statistically significant. So, now that we have that out of the way, you can draw your own conclusions from this year’s survey results.

Technology Spending

First up: technology spending. Survey says: Over 90% of advisors spent the same or more on technology this year. But honestly, I don’t see how spending on technology guarantees your firm will be any better in the long run, it just means you spend lots of money on technology.

I care whether you’re gaining efficiency and scalability from the technology you do purchase, which leads us to the next item. CRM software.

Top CRM Software

So what’s the top CRM in use? Survey says! None.

Seriously, none?!? Yeah. Among independent RIAs, 22.9% say they don’t use a formal CRM. Oh wait, I know what CRM they use: Cranium Relationship Management, because It’s All Right Here. Ugh.

But for those of you who DO use a CRM, top survey responses include Salesforce, Junxure, and Redtail, with Wealthbox doing a respectable job closing the gap with the top three.

Top Financial Planning Software

So what about financial planning software: Survey says! MoneyGuidePro takes the top spot, with eMoney in the runner up position for the sixth straight year. Eight other providers battle it out for the remaining solutions, with Advizr being one to watch with its quality showing after just one year in the marketplace.

Top Portfolio Management Software

And moving on, the next category is portfolio management software, with the top provider being, oh that’s right, survey says! PortfolioCenter.

Morningstar, Albridge, Envestnet and Orion round out the top five, as their numbers are fairly consistent with the tech surveys over the last few years. But, I’m fairly sure Envestnet and Orion are a lot closer to one another in marketshare than this survey shows, with Envestnet probably commanding a slight lead, so remember what I said earlier about statistical significance and sample size.

Top Online Advice Solution

Alright, we’re in the home stretch now, as the top online advice solution is: Survey says: Wealth Access? Huh.

So now I’m confused, because Wealth Access provides portfolio reporting, monitoring and aggregation services, but not online advice. So that leaves a Schwab Institutional Intelligent Portfolios™ as the true top online advice solution, with nine other providers battling it out for at least some meaningful traction among advisors. I can tell there’s a lot more work to be done here.

Top Client Portal

And finally, I’m wrapping up with the top client portal, so, survey says! Broker-dealer or custodian provided. Ugh. That’s not a portal, that’s online account access! Anyone with an account has that! Seriously.

At least with eMoney, which claimed third place, clients can securely upload documents, see all their financial assets using account aggregation, and more. If all you offer is read-only account access to client, you are not leveraging the potential of a real client portal.

I don’t know about you, but I’m a little depressed after digesting this year’s tech survey. There is a lot of work left to be done.

But here’s the silver lining: this survey covers the technology that some advisors are using up until today, but it’s not indicative of the cutting-edge solutions that have the potential to grow your business in the near future.

For that, you’re going to have to watch next week’s episode on my picks for the Best Technology of 2015.

In its first Advisor Con event, Laser App gathered advisors in Las Vegas and doubled down on providing technology training resources.

As technology adoption continues to be a challenge for many financial advisors, Laser App met the issue head on with a new event dedicated to technology training.

In this three video series from the first-ever Laser App Advisor Con event, you’ll see how the company kicked off its inaugural conference by putting technology vendors front and center to highlight the value they bring to advisory firms.

Advisor Con Day One Kickoff

What you’ll learn in this video: My top three takeaways from the morning sessions, including MoneyGuidePro, Riskalzye, and Silanis.

Advisor Con Day One Provider Presentations

What you’ll learn in this video: Hear the tips technology providers want Advisor Con attendees to take back to their office.

Advisor Con Day Two Training

What you’ll learn in this video: Find out why Laser App dedicated an entire day of the Advisor Con agenda to technology training sessions.

On today’s broadcast, Advicent rolls out Figlo to advisors in the United States, YCharts raises another $6 million to dethrone the industry’s dominant research terminal, and SEI rolls out a new program designed to streamline your internal workflow.

Today’s episode is brought to you by Croesus, the affordable all-in-one portfolio management & CRM software for RIAs. Over 9,500 investment professionals use the Croesus application to manage more than $700 billion in assets, and Croesus is offering a 50% discount on set-up fees for Advent Axys users until June 30th.

[This week’s top story comes from Advicent, as the company announced the official release of the Figlo™ interactive planning tool in the United States. You should recall that Advicent announced the acquisition of Netherlands-based Figlo back in September 2014 which I covered in episode 141, so they’ve wasted very little time to introduce the planning tool to advisors here in the U.S.

Figlo has nearly 20 years of history in the European marketplace and will bring a suite of features stateside that you should find compelling, especially if you strengthen your client relationships through comprehensive financial planning. So here’s what you can expect:

Figlo offers a prospecting and lead generation tool called Figlo Leads, the Figlo planning tool presents an interactive lifeline and goal gauge for plan illustrations, you can collaborate with clients using the client portal and secure document vault, and you can streamline client data entry through a new integration announced this week with Redtail CRM. The integration is a one-way connection with Redtail to start, but you can expect the data synchronization between the two programs to deepen over time.] Advicent Solutions, the leading provider of SaaS technology solutions for the financial services industry, announced the U.S. release of Figlo™, an interactive financial planning tool within its complete product offering for financial professionals. Advisors leveraging Figlo™ technology will have more opportunities for interactive, meaningful and impactful conversations with both prospects and clients.

[Next up is news from YCharts, as this week the provider of research and interactive charts announced series C funding to the tune of about $6 million, bringing its total funding to approximately $14.5 million. YCharts was founded in 2010 and positioned itself as an alternative to higher-priced research terminals, and in less than five years, the company is proving to be a very powerful and popular research tool for portfolio managers, wealth managers, and independent RIAs.

Back in episode 133, I told you about the new dashboard rolled out by YCharts, but at the time, research was limited to equities and ETFs. Fast forward to today, and YCharts now also offers extensive data on over 40,000 mutual funds. So once again, if detailed research and data plays a significant role in your investment process, you might find YCharts to be an attractive alternative to the high-end terminals so prevalent in the industry, but one that’s available at a fraction of the price.] Shawn Carpenter, co-founder and CEO of YCharts, the Financial Terminal of the Web, announced the closing of a C round of venture funding of about $6 million and the appointment of Jeremy Diamond as chief revenue officer of YCharts. These moves coincide with an acceleration of the company’s growth.

[And finally, rounding out this week’s broadcast is news from SEI, the turnkey asset management provider, that just released a new workflow program called SEI ProcessWise.

Once again, back in 2014 at the T3 conference, I covered SEI’s announcement of their partnership with Redtail CRM, MoneyGuidePro and ActiFi to develop an automated workflow solution for advisors. SEI ProcessWise is the first product of this partnership that is being rolled out to the roughly 6,100 advisors that work with SEI.

SEI ProcessWise provides 48 step-by-step workflow processes that address a variety of client service, account maintenance, and portfolio management activities, and for advisors who already use Redtail CRM in their business, SEI will preconfigure those workflows directly within Redtail to facilitate adoption. In addition to the workflow configurations, SEI is also including three months of training to help advisors implement the automated workflows into their business for a nominal cost.] As financial advisors look for new sources of productivity and efficiency, SEI announced today the launch of SEI ProcessWise, a comprehensive workflow program which streamlines client interactions, sales, marketing, and practice management tasks.

NFP Advisor Services, a leading independent broker-dealer, announced it will provide integrated access to the Vestorly solution to all affiliated financial advisors which includes over 1,400 registered representatives.

On today’s broadcast, learn about the technology one planner selected to launch his new RIA, SigFig launches a free portfolio guidance algorithm for investors, and find out what happens when Tony Robbins mentions your firm in his best-selling book.

[This weeks top story comes from Michael Kitces’ Nerd’s Eye View, as this week Kitces featured a guest post from financial planner Andrew McFadden. McFadden tells how he was inspired to launch his own RIA after reading a post by Gen Y planner Sophia Bera about her own experience. He recently launched Panoramic Financial Advice for roughly $7,000 and provided a helpful overview of the technology he selected to get his business up and running.

First, McFadden chose Less Annoying CRM after evaluating Redtail and Wealthbox, because of the CRM’s customization options and low price of just $10 a month. Less Annoying CRM does integrate with Google Apps and Mailchimp, but it doesn’t offer integrations to industry programs like financial planning or portfolio management software. But that’s ok, because McFadden didn’t need to buy portfolio management software, as he opted to leverage the services of third-party money manager Frontier Asset Management which uses Fidelity as its custodian.

So think about the advisors in your business: For $7,000 and a lot of hustling, practically anyone can start new RIA from scratch. So if you’re not investing in your people, your technology, and your compensation plan so that there’s upside potential in your business, don’t be surprised if you witness breakaways from your firm as advisors decide to go out on their own.] Launching a business is hard enough in any industry, but getting through the requirements for setting up an RIA and figuring out the necessary technology vendors and software to have in place when starting a firm can be especially daunting.

[Next up is news from SigFig, another player in the online automated investment service arena, that launched a new feature this week called SigFig Guidance. SigFig Guidance uses an online questionnaire and account aggregation to identify an investor’s current portfolio and risk tolerance, and then proceeds to diagnose common problems in the portfolio. SigFig Guidance looks for things like high fees, uninvested cash, excessive risk, and poor diversification, and then offers portfolio recommendations generated by SigFig’s algorithms, all for free.

So does this sound like a second opinion service or a portfolio checkup? That’s because it is. So if you’ve been using a second opinion incentive to attract prospects to your business, you might need to modify your process in light of this new competition.] SigFig, the fastest and most convenient automated investment service, today launched ‘SigFig Guidance’, a free investment tool specifically designed to analyze any portfolio in less than five minutes, offering unbiased, actionable suggestions to optimize returns and reduce fees.

[And speaking of portfolio checkups, this week’s broadcast ends with another new portfolio checkup service, only this one is offered by Stronghold Financial out of San Diego. Now where have I heard that name before? Oh, yes, Stronghold Financial is the business that motivational speaker Tony Robbins promoted in his book, “Money: Master the Game” published back in November, and the firm is led by Robbins’ own advisor Ajay Gupta, which created a bit of controversy on its own.

That aside, what happens when your firm gets mentioned in a New York Times best selling book? You get flooded with leads. In response, Stronghold now offers a free Portfolio Checkup service on its website that uses account aggregation powered by Jemstep in the back end, but instead of taking on thousands of new clients itself, Stronghold is referring those clients out to roughly 100 financial advisors who are part of the Stronghold network, and in return, those advisors pay 25% of the fees generated by each referral back to Stronghold.

So if you feel like your lead generation could use a boost from riding the coattails of Tony Robbins, this is an interesting option to consider at the least, or you could implement Jemstep on your own for a lower fee, but be totally responsible for your own lead generation campaign.] Stronghold Financial, the advisory firm that found itself at the center of controversy last fall because of its ties to self-help guru Tony Robbins, believes its robo-matchmaking service is ready for prime time.

There were no other of stories of interest this week, so enjoy an early start to your weekend!

This week’s episode of Bits and Bytes is brought to you by Total Rebalance Expert, the industry’s largest, privately owned portfolio rebalancing software provider.

TRX just announced TRX Edge, a completely rewritten rebalancing platform optimized for the web as well as mobile devices. Sign up for a demo of TRX Edge and also download their white paper on rebalancing ROI by visiting fppad.com/trx

[First up this week is a late-breaking announcement by Envestnet that the company will acquire online investment provider Upside for an undisclosed amount. I’ve covered Upside in several broadcasts before, as their automated investment service is meant to be used by advisors, and their service powers Liftoff, launched last year by high-profile advisors Barry Ritholtz of the Big Picture and Josh Brown, The Reformed Broker. Oh, happy belated birthday, Josh!

Now this is the first online investment provider to be acquired by a larger vendor. Remember, Fidelity Institutional did not acquire Betterment Institutional, they simply announced a collaboration with the company last year (watch FPPad Bits and Bytes for October 17, 2014), so I expect several more acquisitions to be announced this year. You might want to keep an eye on JemStep, SigFig, and Wealth Access, but you didn’t hear that from me!

Now news of this deal broke while I was already in the studio filming this week’s broadcast, so you’ll need to visit fppad.com/154 for more details, like Envestnet’s Thursday afternoon conference call, and see how this acquisition will shake up the online automated investment landscape for advisors.] Envestnet, Inc., a leading provider of unified wealth management technology and services to financial advisors, announced today that it has acquired Upside, a technology company providing digital advice solutions to financial advisors. Terms of the acquisition were not disclosed.

[Um, it’s accumulating, so next up is news of the SuperFish controversy affecting users of Lenovo laptop and desktop computers. For roughly four months in 2014, Lenovo shipped 16 million PCs pre-installed with a “visual search” plugin called SuperFish.

While preloaded software that serves up ads is annoying, security experts discovered a vulnerability in the way encryption certificates were handled. I’ll spare you the technical details, but this means if you’re using a Lenovo computer with SuperFish preinstalled, your web browser sessions could be vulnerable to man-in-the-middle attacks, potentially exposing some of your confidential information.

So how do you know if you’re infected? I’ve linked to a SuperFish vulnerability test in this week’s show notes at fppad.com/154, and you will also find a link to Lenovo’s support site with instructions on how to remove SuperFish from your computer.]

Lenovo is selling computers that come preinstalled with adware that hijacks encrypted Web sessions and may make users vulnerable to HTTPS man-in-the-middle attacks that are trivial for attackers to carry out, security researchers said.

[I’m going to need a shovel soon, so let’s finish up with news from Mobile Assistant, the popular dictation service advisors use to streamline their note taking workflow. This week, Mobile Assistant released an updated iPhone app that offers an expanded notes section with search features, optional push notifications when dictation jobs are completed, and better visibility into the amount of dictation lines used in each billing cycle.

The dictation service also added Salesforce to the list of CRMs that can import completed dictations to client records, and if you’re a Redtail CRM user, you’ll now be able to sign up for a free trial of Mobile Assistant directly from Redtail without having to retype any of your personal information. So if you’re still in the habit of manually typing in notes after a client meeting, give dictation services a try and see how much your productivity can improve.] Mobile Assistant, Inc., the fastest growing mobile dictation service in the financial and insurance industries, is pleased to announce that it has launched the newest version of its iPhone App in parallel with full integration with Salesforce, the nation’s leading cloud based CRM platform.

Fidelity Institutional, the division of Fidelity Investments® that provides clearing, custody and investment management products to registered investment advisors (RIAs), broker-dealers, family offices, retirement recordkeepers and banks, today announced the alignment of its clearing and custody units.

I just returned from TD Ameritrade Institutional National LINC 2015 Conference in San Diego where I produced a couple of videos covering the technology updates from the event.

Veo® Vendor Village

First, you can get a glimpse of the “vendor village” TD Ameritrade Institutional configures for the technology providers that are integrated with the open access capabilities of the Veo® platform.

Nearly 40 of the 85+ integrated providers were on site providing demos of their technology to the thousands of advisors in attendance.

With over 85 integrated vendors, you may see several new companies that you haven’t heard of before, including Advizr, Vanare, and Upside.

Veo One™

Next up is a preview of Veo One™, TD Ameritrade Institutional’s updated online dashboard designed to be a single source for an advisor’s daily workflow.

Veo One is currently in a private testing period with select advisers, and the official rollout is anticipated in late summer or early fall of 2015.

The first five Veo One integrations will include DocuSign® and Laser App Anywhere for account opening, financial planning software from MoneyGuidePro™, Orion Advisor Services for portfolio management, and Redtail Technologies for CRM.

Today’s episode is brought to you by Building Trust Online, a new business I founded with my executive producer Steve Biermann. You probably already know that videos like this can help you build relationships and trust with clients and prospects who are looking for you online, but you’re not sure how to get started and you’ve never been trained to be confident in front of the camera.

Learn more about our coaching and media skills training by visiting buildingtrustonline.com, and sign up for the free newsletter while you’re there.

[Now this week’s news you need to know comes from two popular software providers in the advisor technology marketplace. First up is eMoney Advisor which announced the release of emX back in mid-December.

emX is a radical and refreshing redesign of the original 360 and 360 Pro products from eMoney, and includes new features like mobile-friendly access for advisors, co-browsing and presentation modes, and deep integrations with many of the industry’s other leading technology providers.

One of those integrations is with Redtail Technology, which is the source of the second update you need to know. This week, Redtail officially rolled out the third iteration of its CRM software dubbed Project Tailwag. Just like eMoney emX, Redtail’s Project Tailwag modernizes the look and feel of the CRM, adds mobile-responsive design, and includes feature enhancements to notes, activities, and contact information in response to advisor feedback.]

[Rounding out news you need to know this week is a panel discussion moderated by Michael Kitces for the January edition of the Journal of Financial Planning. Industry authorities Joel Bruckenstein, Steve Lockshin, Hardeep Walia, and yours truly tackled tough questions from Michael on the technology trends you need to put on your radar right now.] Leading tech experts Joel Bruckenstein and Bill Winterberg, along with the heads of two prominent platforms, Hardeep Walia of Motif Investing, and Steve Lockshin of Betterment Institutional, discuss how technology can create better advisers.